AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $141M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$643K
2
+$561K
3
+$561K
4
ARKK icon
ARK Innovation ETF
ARKK
+$546K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$495K

Top Sells

1
+$1.12M
2
+$648K
3
+$545K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$315K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$125K

Sector Composition

1 Technology 6.62%
2 Consumer Discretionary 3.33%
3 Industrials 2.81%
4 Healthcare 2.04%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$862K 0.61%
36,916
-2,089
52
$823K 0.58%
7,122
-1,085
53
$746K 0.53%
5,425
54
$745K 0.53%
21,350
+1,850
55
$734K 0.52%
2,972
-147
56
$714K 0.5%
4,308
57
$696K 0.49%
5,700
58
$683K 0.48%
6,062
-342
59
$670K 0.47%
3,053
60
$662K 0.47%
11,795
61
$600K 0.42%
13,144
+725
62
$599K 0.42%
15,755
+276
63
$588K 0.41%
26,500
+2,400
64
$587K 0.41%
5,198
+1,499
65
$572K 0.4%
2,446
+80
66
$561K 0.4%
+6,810
67
$554K 0.39%
1,562
-169
68
$529K 0.37%
3,919
69
$464K 0.33%
4,432
+2,013
70
$460K 0.32%
5,145
+70
71
$444K 0.31%
19,275
-23,679
72
$443K 0.31%
3,822
+147
73
$437K 0.31%
1,571
+50
74
$429K 0.3%
8,335
+2,600
75
$423K 0.3%
7,825
+3,740
1 2
3
4 5